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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,324 | $107,666-50.5% | $102,184-47.8% | $154,746-65.5% |
| Participation rate | 76.5% | 83.7%-7.2pp | 82.6%-6.1pp | 80.7%-4.2pp |
| Annual return | 14.21% | 29.33%-15.1pp | 31.58%-17.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $724 | $3,846-81.2% | $3,594-79.9% | $4,379-83.5% |
| Participant deferral / active EE | $5,882 | $8,719-32.5% | $8,309-29.2% | $6,730-12.6% |
| Admin fee / account holder | $20,233 | $12,943+56.3% | $11,609+74.3% | $14,365+40.8% |